Financial Adviser · TOOWOOMBA, QLD

Philip Anthony Saal

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000267882

Philip Anthony Saal is a financial adviser based in Toowoomba, Queensland, with 27 years of experience in the financial services industry. Philip is currently authorised under Morgans Financial Limited. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Southern Queensland. Philip is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA), Registered Tax Agent and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Commerce
University of Southern Queensland
1999
Certified Practising Accountant
CPA
2003
Financial Planning Specialist
CPA
2010
Tax Agent
Tax Practioners Board

Registration History

Mar 2004 - Present Current

Source: ASIC Financial Advisers Register